Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$727K Hold
2025
Q2
$677K Hold
2025
Q1
$585K Hold
2024
Q4
$630K Hold
2024
Q3
$553K Hold
2024
Q2
$498K Hold
2024
Q1
$573K Buy